See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,055 | $101,724+25.9% | $164,813-22.3% | $80,856+58.4% |
| Participation rate | 97.6% | 71.8%+25.8pp | 78.6%+19.0pp | 67.6%+30.0pp |
| Annual return | 13.21% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $5,237 | $2,953+77.3% | $4,341+20.7% | $2,755+90.1% |
| Participant deferral / active EE | $8,273 | $4,477+84.8% | $6,031+37.2% | $4,296+92.6% |
| Admin fee / account holder | $5,733 | $8,227-30.3% | $12,690-54.8% | $6,918-17.1% |